“When it came to finances, my mom taught me early on the importance of saving my money and always having my money work for me,” Certificate Program in Personal Financial Planning graduate Lori...
Personal Financial Planning
Don't miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students,...
From an early age, I've been drawn to the company of others. My journey began in the bustling environment of the restaurant industry, where I honed my interpersonal skills. Despite majoring in...
In life, when things happen and you need to make a decision, being able to step back, assess and trust your gut instinct is important. So is knowing how to analyze situations, especially in...
Many of us were caught off guard when the COVID-19 pandemic hit. Globally, the financial markets were unstable and the uncertainty trickled down from large corporations to smaller businesses to...
In March, current and prospective students of our Personal Financial Planning certificate were excited to meet in person for our annual Career Night. Members of the certificate’s advisory board...
Don't miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students,...
From an early age, Sergio Campos saw firsthand how to be responsible with money and work to gain financial security. Sergio’s mother, Lupe, has been his greatest influence for working and studying...
With decades of relevant on-the-job experience to bring to his courses, it is not surprising longtime Certificate Program in Personal Financial Planning instructor and advisory board member Kurt...
Personal financial planning is personal to Eileen Loustau.
A fourth-generation San Franciscan, Eileen was the first person in her family to graduate from a four-year university and go on to...
In March, current and prospective students of our Personal Financial Planning certificate logged on to Zoom to hear how a recent graduate and members of the certificate's Advisory Board are...
Did you know that a majority of your “conscious” decisions are really driven by subconscious biases?
When you talk to Adrian Morris, you are overwhelmed by her passion to help others. She is an advocate in the making.
This year, we virtually celebrate our annual Personal Financial Planning Awards. Hosts Brian Kozel, 2020 chair of the program’s Advisory Board, and Heather Liston, the program director, highlight...
Our Certificate Program in Personal Financial Planning provides an academic path to joining the financial planning profession. Through the curriculum, you learn to analyze and advise in all core...
I’m on the phone with Jesse Pence, and her love for the personal financial planning professional is practically oozing out of the handset.
On Wednesday, June 5, 2019, members of the Personal Financial Planning certificate community came together for the 13th annual awards dinner at UC Berkeley's Faculty Club to recognize exceptional...
For some, online advice and tutorials provide enough information to keep their finances on track. For others—like Sarah Sprague—having a more structured learning environment is preferable.
On Wednesday, November 28, current students and those interested in our Certificate Program in Personal Financial Planning came to our San Francisco campus to hear how our esteemed panelists—many...
On Tuesday, May 15, 2018, members of the Personal Financial Planning certificate community came together for its 12th annual awards dinner at UC Berkeley's Faculty Club to recognize exceptional...
On Nov. 30, 2017, current students and those interested in our Certificate Program in Personal Financial Planning came to our San Francisco campus to hear how four women made their way to...
Students had an opportunity to ask questions and network with members of the Bay Area professional financial planning community.
Eric Hon wasn't a passive student while completing the Certificate Program in Personal Financial Planning. Rather, he engaged his instructors and took that extra time to pick their brains for...